ScotiaMcLeod Administrative Associate Kamloops, BC

Requisition ID : 243246

As a cornerstone business within Scotia Wealth Management ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients assets.

When you join ScotiaMcLeod youll be empowered to deliver Enriched Thinking a unique approach that incorporates your clients thinking as well as our thinking to drive results. Youll work with a team of specialists to deliver a client-centric approach to wealth management enabling you to consider all the facets of your clients life family and business. With a focus on total wealth planning and wealth specialists to help you deliver on this unique value proposition youll be enabling clients to see not just the big picture but all the little ones too.

BRIEF INTRODUCTION

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.

IS THIS ROLE RIGHT FOR YOU

In the role you will :

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service to deepen relationships;

by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs

DO YOU HAVE THE SKILLS

We would love to work with you if you have :

WHATS IN IT FOR YOU

#SWM #LI-Onsite

Location(s) : Canada : British Columbia : Kamloops

Scotiabank is a leading bank in the Americas. Guided by our purpose : for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.

At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.

Required Experience :

IC

Key Skills

Business Intelligence,Car Driving,Analysis,Android,Fireworks

Employment Type : Full Time

Experience : years

Vacancy : 1